CRD: 313416
Inherent Wealth Fund, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2021
- Office Locations
- 1
Office Locations
About Inherent Wealth Fund, LLC
Inherent Wealth Fund, LLC is a Palm Desert, CA registered investment adviser serving retail clients with asset allocation, portfolio construction, and financial planning. The firm emphasizes ETF and public-fund implementation and also supports insurance and business succession needs. A distinctive angle is its iBET ETF Insights content, tracking themes in gaming, sports betting, and related consumer/entertainment catalysts; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jeffrey Gerard Kamys
Chief Compliance Officer, Chief Executive Officer, Chief Investment Strategist
- CRD
- #6944486
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $825,000 | $350,000 |
| Non-Discretionary | $0 | -- |
| Total | $825,000 | $350,000 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing